Ongoing investment management  Once
your portfolio is up and running, it is vital that it continues to be managed.
Fund managers leave, fund remits change,
annual management charges can creep up, and performance can waiver. That
is why Trinity Wealth Management employ a dedicated Investment Manager to monitor
your funds to make sure that you are getting the best from your portfolio. Many
of our clients appreciate the benefit of our ongoing management service: - Jon
is available on the phone to discuss your portfolio at any time.
- Easy
to understand portfolio valuations either quarterly, semi-annually or annually
(based on size of fund.)
- Personalised Asset Management updates
giving up to date information on the funds selected as well as Jon's outlook for
the future.
- Easy administration for any fund switches recommended.
- Because Trinity Wealth Management have created their own
Best Funds Panel which is constantly monitored, it is not only at your review
time that your funds could be moved. When a decision is made to switch a fund,
all clients who hold that fund are sent a written report explaining the reasons
why we are making the switch, and a simple fund switch form which requires your
signature to carry out the trade.
At least once a year
you will meet with your Trinity Wealth Management adviser to confirm that your
goals and risk tolerance remain the same. We will continue to walk with you through
the process as you look to achieve your goals, secure in the knowledge that as
well as having a portfolio that is suitable to your needs, it is also being expertly
looked after to make sure that your money is working hard for you. If
you would you like your existing portfolio reviewed then please click 'Contact
Us' in the menu to the left and complete the response form. "Invest
in seven ventures, yes, in eight; you do not know what disaster may come upon
the land."
Ecclesiastes 11:2 Today's New International Version
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